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Investment services in and around Lake Wales

Lake Wales, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One potential way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to think about available products and services for your child, yourself, or a friend.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

State Farm has numerous retirement savings options for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Kevin Weltlin

Kevin Weltlin

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
23865 US Hwy 27 N
Lake Wales, FL 33859
Map & Directions

A great choice for help reaching financial goals in the Lake Wales area

Take steps toward meeting your monetary objectives, intentionally

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